Spectrum Wealth Advisory Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Buy
941
+31
+3% +$9.85K 0.14% 51
2025
Q1
$236K Sell
910
-100
-10% -$25.9K 0.11% 50
2024
Q4
$408K Buy
1,010
+197
+24% +$79.6K 0.19% 37
2024
Q3
$213K Sell
813
-216
-21% -$56.5K 0.12% 44
2024
Q2
$204K Buy
+1,029
New +$204K 0.22% 35
2024
Q1
Sell
-928
Closed -$231K 32
2023
Q4
$231K Buy
928
+106
+13% +$26.3K 0.28% 30
2023
Q3
$206K Hold
822
0.28% 30
2023
Q2
$215K Buy
+822
New +$215K 0.29% 29